Advanced Micro (AMD) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-02-04 00:01
Advanced Micro Devices (AMD) reported $10.27 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 34.1%. EPS of $1.53 for the same period compares to $1.09 a year ago.The reported revenue represents a surprise of +6.24% over the Zacks Consensus Estimate of $9.67 billion. With the consensus EPS estimate being $1.32, the EPS surprise was +16.18%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations ...
Here's What Key Metrics Tell Us About Amgen (AMGN) Q4 Earnings
ZACKS· 2026-02-04 00:01
For the quarter ended December 2025, Amgen (AMGN) reported revenue of $9.87 billion, up 8.6% over the same period last year. EPS came in at $5.29, compared to $5.31 in the year-ago quarter.The reported revenue represents a surprise of +4.23% over the Zacks Consensus Estimate of $9.47 billion. With the consensus EPS estimate being $4.76, the EPS surprise was +11.18%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their nex ...
Cancom SE (CCCMF) Discusses Strategic Growth and Market Position in DACH IT Services Transcript
Seeking Alpha· 2026-02-04 00:01
Core Insights - CANCOM SE is a leading digital service provider in Germany and the DACH region, founded in the early 1990s and went public in 1999, showing consistent growth in the IT service sector [3]. Company Overview - The company has a history of over 40 acquisitions, reflecting its active engagement in M&A transactions to enhance growth in a highly fragmented market [3][4]. - CANCOM was the first Apple reseller in the DACH region, indicating its pioneering role in the IT services market [3].
Oil giants brace for a bruising earnings season — with shareholder returns at risk
CNBC· 2026-02-04 00:01
European energy giants face some tough choices this earnings season, with shareholder payouts seen at risk as they look to cut costs amid lower crude prices. Western oil and gas majors have long sought to keep investors happy through share buyback programs and dividends.But a multitude of industry headwinds, along with expectations for a particularly weak earnings season, have ratcheted up the pressure, and the commitment to allocate cash to shareholders is vulnerable.Britain's Shell and France's TotalEnerg ...
RBI likely to pause on rates in February policy as liquidity takes centre stage
MINT· 2026-02-04 00:00
The Reserve Bank of India’s (RBI) Monetary Policy Committee (MPC) is likely to keep policy rates unchanged at its meeting on Friday, signalling a prolonged pause after aggressive front-loaded easing over the past year, even as liquidity conditions remain tight and bond yields elevated. A Mint poll of 10 economists shows nine expecting a pause at 5.25%, while one anticipates a 25-basis-points (bps) cut to 5.00%. One basis point is a hundredth of a percentage point. The MPC is scheduled to announce its polic ...
Prudential Financial: Results Support A Growing Dividend And Buybacks (NYSE:PRU)
Seeking Alpha· 2026-02-04 00:00
Shares of Prudential Financial, Inc. ( PRU ) have been a poor performer over the past year, losing about 8% of their value. Most of these losses were concentrated in the early part of 2025 as increased reinsurance costs weighed on earnings. Since then, we haveOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an art ...
Oracle Corporation's Strategic Expansion and Financing Plan
Financial Modeling Prep· 2026-02-04 00:00
Core Viewpoint - Oracle Corporation is raising between $45 billion and $50 billion in 2026 to expand its Oracle Cloud Infrastructure business, driven by increasing demand from major clients like AMD, Meta, and NVIDIA [1][6] Financing Strategy - The financing strategy involves a mix of debt and equity, with plans to raise about half of the funds through equity-linked and common equity issuances, including a $20 billion at-the-market equity program [2][6] - On the debt side, Oracle plans a one-time issuance of investment-grade senior unsecured bonds in early 2026 to cover the remaining funding needs for the year [3][6] Financial Position - Barclays has reiterated its "Overweight" rating for Oracle, with the stock priced at $168.23 as of February 2, 2026, reflecting a solid financial position with total assets of approximately $204.98 billion and liabilities of around $174.53 billion [4][6] - Oracle's cash and cash equivalents total $19.24 billion, with long-term debt approximately $99.98 billion, positioning the company well to execute its financing plan and grow its cloud infrastructure business [5][6]
Tenet Announces Update to OSC Disclosure Record Review and Partial Revocation Application of Failure to File Cease Trade Order
TMX Newsfile· 2026-02-04 00:00
Toronto, Ontario--(Newsfile Corp. - February 3, 2026) - Tenet Fintech Group Inc. (CSE: PKK) (OTC Pink: PKKFF) ("Tenet" or the "Company"), an innovative analytics service provider, owner and operator of the Cubeler Business Development Platform, wishes to provide an update regarding the failure to file cease trade order (the "FFCTO") issued on the Company's securities by the Ontario Securities Commission (the "OSC") on May 7, 2025. While the Company continues to work with the OSC in regard to the ongoing di ...
Microsoft promotes sales leaders as company pursues AI growth
CNBC· 2026-02-04 00:00
Core Insights - Microsoft is promoting four sales executives to enhance its commercial product strategy and improve customer feedback integration as AI adoption accelerates [4][6]. Group 1: Executive Promotions - Judson Althoff has expanded the leadership team to focus on Microsoft's commercial product strategy [4]. - Deb Cupp has been promoted to executive vice president, previously serving as president for the Americas [4]. - Nick Parker, with the company since 2000, is now an executive vice president [5]. - Ralph Haupter, who joined from IBM, becomes executive vice president and chief revenue officer for small and medium enterprises [5]. - Mala Anand, a former SAP executive, is appointed executive vice president and chief customer experience officer [6]. Group 2: Business Performance and Strategy - Microsoft shares have decreased by 15% this year, underperforming compared to other major tech stocks [2]. - Azure cloud growth has fallen short of some projections, prompting a shift in resource allocation towards R&D and AI products [3]. - The company aims to meet Azure client demand while enhancing its AI offerings, such as Microsoft 365 Copilot and GitHub Copilot [3].
Prudential Financial: Results Support A Growing Dividend And Buybacks
Seeking Alpha· 2026-02-04 00:00
Core Viewpoint - Prudential Financial, Inc. (PRU) has underperformed over the past year, with a loss of approximately 8% in value, primarily due to increased reinsurance costs impacting earnings [1] Financial Performance - The majority of the losses occurred in the early part of 2025, indicating a significant impact from rising reinsurance expenses on the company's financial results [1]